Miller Wealth Advisors, LLC Portfolio Holdings

Miller Wealth Advisors, LLC

  • $182 Million
  • Q3 2024

Miller Wealth Advisors, LLC has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $182 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $50.3M, Apple Inc. with a value of $39.4M, Exxon Mobil Corp with a value of $36.9M, Alphabet Inc. with a value of $20.7M, and Microsoft Corp with a value of $20.1M.

Examining the 13F form we can see an decrease of $2.47M in the current position value, from $185M to 182M.

Below you can find more details about Miller Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $182 Million
Technology: $67.3 Million
Consumer Cyclical: $50.5 Million
Energy: $37.7 Million
Communication Services: $20.9 Million
Financial Services: $3.41 Million
Industrials: $1.23 Million
Consumer Defensive: $667,000
ETFs: $381,000
Other: $253,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.42T
$50.3 Million 27.6% of portfolio
270,003
Q3 2024 Reduced 2.38%
$3.79T
$39.4 Million 21.61% of portfolio
169,140
Q3 2024 Reduced 1.77%
$445B
$36.9 Million 20.24% of portfolio
314,823
Q3 2024 Added 1.1%
$1.25T
$20.7 Million 11.38% of portfolio
124,065
Q3 2024 Reduced 2.43%
$3.09T
$20.1 Million 11.04% of portfolio
46,791
Q3 2024 Reduced 1.43%
$299B
$7.48 Million 4.1% of portfolio
61,622
Q3 2024 Reduced 1.01%
$610B
$3.06 Million 1.68% of portfolio
6,654
Q3 2024 Added 9.82%
$150B
$537,000 0.29% of portfolio
2,600
Q4 2023 Reduced 8.96%
$196B
$391,000 0.21% of portfolio
1,000
Q2 2023 Added 900.0%
$0
$379,000 0.21% of portfolio
662
Q3 2024 Added 0.3%
$393B
$254,000 0.14% of portfolio
1,468
Q2 2023 New
$266B
$220,000 0.12% of portfolio
2,736
Q1 2024 Added 200.0%
$144B
$198,000 0.11% of portfolio
476
Q2 2023 Added 20.2%
$292B
$189,000 0.1% of portfolio
1,284
Q3 2024 Added 0.86%
$219B
$159,000 0.09% of portfolio
322
Q1 2024 Reduced 3.01%
$208B
$161,000 0.09% of portfolio
951
Q2 2023 Added 1,598.21%
$1.49B
$151,000 0.08% of portfolio
365
Q3 2024 New
$79.8B
$140,000 0.08% of portfolio
6,000
Q2 2023 New
$7.16B
$124,000 0.07% of portfolio
5,099
Q3 2024 Added 0.89%
$96.9B
$95,000 0.05% of portfolio
1,086
Q3 2024 Added 0.74%
$784B
$90,000 0.05% of portfolio
430
Q1 2024 Reduced 3.37%
$771B
$88,000 0.05% of portfolio
100
Q2 2023 Reduced 10.71%
$56.7B
$90,000 0.05% of portfolio
688
Q3 2024 Added 0.58%
$51.3B
$83,000 0.05% of portfolio
620
Q3 2024 Added 0.81%
$1.28T
$63,000 0.03% of portfolio
241
Q3 2024 Added 4.78%
$126B
$56,000 0.03% of portfolio
535
Q3 2024 Added 0.56%
$325B
$47,000 0.03% of portfolio
240
Q2 2023 Added 140.0%
$235B
$29,000 0.02% of portfolio
285
Q2 2023 Added 34.43%
$84.1B
$36,000 0.02% of portfolio
269
Q2 2023 Reduced 91.8%
$79.6B
$32,000 0.02% of portfolio
125
Q2 2023 New
$165B
$34,000 0.02% of portfolio
765
Q2 2024 Reduced 19.98%
$20.5B
$34,000 0.02% of portfolio
396
Q2 2023 Reduced 60.56%
$148B
$35,000 0.02% of portfolio
846
Q2 2023 Reduced 98.14%
$43.5B
$31,000 0.02% of portfolio
615
Q3 2024 Reduced 88.14%
$162B
$42,000 0.02% of portfolio
1,142
Q3 2024 Reduced 21.4%
$250B
$11,000 0.01% of portfolio
100
Q2 2023 Reduced 9.91%
$91.4B
$22,000 0.01% of portfolio
250
Q2 2023 Added 150.0%
$4.33B
$17,000 0.01% of portfolio
249
Q2 2023 Reduced 53.8%
$262B
$10,000 0.01% of portfolio
100
Q3 2024 New
$10.7B
$12,000 0.01% of portfolio
332
Q2 2023 Added 1,006.67%
$86.2B
$11,000 0.01% of portfolio
100
Q2 2024 New
$11.6B
$10,000 0.01% of portfolio
75
Q2 2023 Reduced 99.25%
$1.65B
$24,000 0.01% of portfolio
8,000
Q3 2024 New
$125B
$13,000 0.01% of portfolio
261
Q3 2024 Added 1.16%
$16B
$18,000 0.01% of portfolio
219
Q3 2024 Added 0.46%
$46.3B
$16,000 0.01% of portfolio
280
Q2 2023 Reduced 68.92%
$95.2B
$24,000 0.01% of portfolio
769
Q3 2024 Added 2.12%
$435B
$12,000 0.01% of portfolio
18
Q3 2024 New
$46.2B
$11,000 0.01% of portfolio
315
Q2 2024 Reduced 63.58%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $182 Million
  • Prior Value $185 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 30, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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